Beacon Pointe Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is ACWI and the CUSIP is 464288257. A total of 598 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.13 and the average weighting 0.9%.

Quarter-by-quarter ownership
Beacon Pointe Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$735,184
+187.2%
7,960
+198.2%
0.01%
+125.0%
Q2 2023$256,012
-48.1%
2,669
-50.6%
0.00%
-50.0%
Q1 2023$492,933
+24.5%
5,407
+16.0%
0.01%0.0%
Q4 2022$395,826
+21.4%
4,663
+11.2%
0.01%
+14.3%
Q3 2022$326,000
-10.2%
4,193
-3.1%
0.01%
-12.5%
Q2 2022$363,000
-15.0%
4,327
+1.1%
0.01%
+33.3%
Q1 2022$427,000
+7.3%
4,281
+7.6%
0.01%
-40.0%
Q3 2021$398,0003,9790.01%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
Mayo Clinic 1,992,725$169,142,49889.58%
Granger Management LLC 856,893$72,733,11131.73%
Three Bridge Wealth Advisors, LLC 387,565$32,896,50917.63%
MINOT CAPITAL, LP 1,026,452$87,125,24617.49%
DIMENSION CAPITAL MANAGEMENT LLC 855,052$72,576,77116.92%
Nationwide Asset Management LLC 200,250$17,09916.61%
Privium Fund Management (UK) Ltd 252,460$21,557,55916.36%
MKP Capital Management, L.L.C. 1,500,000$127,320,00015.62%
EPIQ Capital Group, LLC 328,754$27,904,67515.21%
Madrona Financial Services, LLC 303,896$25,794,67814.76%
View complete list of ISHARES TR shareholders